AdvisorCensus / Financial advisors / Massachusetts / Boston / Charlesbridge Advisors
Charlesbridge Advisors
Filed as CHARLESBRIDGE ADVISORS · Legal name Charlesbridge Advisors, LLC
Charlesbridge Advisors is an SEC-registered investment advisory firm in Dedham, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 9, 2026.
Quick answers
From the filingHow is Charlesbridge Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Charlesbridge Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Charlesbridge Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated May 29, 2026 states: Asset-based fee: up to 0.9% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Charlesbridge Advisors located?
Charlesbridge Advisors' principal office is in Dedham, MA, according to its Form ADV.
Is Charlesbridge Advisors registered with the SEC or a state?
Charlesbridge Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 341159.
How much does Charlesbridge Advisors manage?
Charlesbridge Advisors reports $108,461,672 in regulatory assets under management in its Form ADV filing dated September 9, 2026 (8% discretionary).
Which custodians does Charlesbridge Advisors use?
Charlesbridge Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Charlesbridge Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341159
Does Charlesbridge Advisors state an account minimum?
Its Form ADV Part 2A brochure dated May 29, 2026 says: "There is a relationship minimum of $250,000, which may be waived by CA, LLC in its discretion."
What changed in Charlesbridge Advisors' recent Form ADV filings?
In the October 2026 filing data: Regulatory assets under management went from $0 to $108,461,672.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 0.9% of assets a year (the maximum the brochure states)
The brochure's wording
The advisory fee is charged as a single rate, tiered rate, or fixed fee and will generally not exceed 0.90%.
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is a relationship minimum of $250,000, which may be waived by CA, LLC in its discretion.
As stated in the firm's Form ADV Part 2A brochure dated May 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$108,461,672 as of October 2026, filing dated September 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Charlesbridge Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Regulatory assets under management went from $0 to $108,461,672.
- July 2026
- Employees performing advisory functions went from 2 to 4.
- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Charlesbridge Advisors (CRD 341159): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/charlesbridge-advisors-dedham-ma-341159